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IRA Trusts, Rollovers & Distributions

May 7th, 2013 1:00 pm - 2:30 pm
Location: Virtual
Fees: $209
Coordinated by the National Business Institute, Greg Herman-Giddens will present specific challenges associated with IRA trusts. Our essential primer will provide you with a comprehensive overview of these popular trusts, including drafting tactics, advantages of an IRA trust and critical sample forms needed to complete the process.

* Determine the pros and cons of establishing an IRA over other trusts.
* Gain a better understanding of IRA minimum distribution rules.
* Examine tax issues associated with an IRA trust, including income and estate tax.

Who Should Attend
This legal program is designed for attorneys looking to increase their knowledge of IRA trusts. This course may also benefit financial planners, accountants, CPAs and trust officers.

Course Content
* Overview of IRA Trusts
* IRA Minimum Distribution Rules
* Retirement Account Rollover Rules
* Drafting an IRA Trust
* Tax Issues
* Sample Forms

Register here